AGG — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns AGG? 130 Institutions Hold $1.7B (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (AGG)? 130 institutions reported holding $1.70B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: SigFig Wealth Management, LLC ($443.9M), Stairway Partners, LLC ($274.5M), Ferguson Wellman Capital Management, Inc ($169.5M).

Rank	Institution	Value	Shares	Change
1	SigFig Wealth Management, LLC	$443.9M	4.7M	Added
2	Stairway Partners, LLC	$274.5M	2.9M	Added
3	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$169.5M	1.8M	Added
4	Graves Light Lenhart Wealth, Inc.	$102.2M	1.1M	Trimmed
5	Trust Co	$71.9M	760,107	Added
6	Gridiron Partners, LLC	$51.2M	542,021	Added
7	GoalFusion Wealth Management, LLC	$50.2M	530,531	Trimmed
8	Farther Finance Advisors, LLC	$33.8M	357,014	Added
9	Marquette Asset Management, LLC	$32.5M	343,872	Added
10	Heartwood Wealth Advisors LLC	$29.6M	313,155	Added
11	Financial Designs Corp	$28.2M	298,782	Added
12	COLTON GROOME FINANCIAL ADVISORS, LLC	$26.6M	280,863	Added
13	GP Brinson Investments LLC	$26.5M	280,650	Hold
14	Matrix Trust Co	$24.5M	259,226	Added
15	Galvin, Gaustad & Stein, LLC	$23.6M	249,465	Trimmed
16	Legacy Private Trust Co.	$19.6M	207,809	Trimmed
17	FC Advisory LLC	$15.3M	162,365	Added
18	Montecito Bank & Trust	$14.4M	152,156	Added
19	Strategic Financial Group, LLC	$14.4M	151,788	Trimmed
20	Freestate Advisors LLC	$12.4M	130,766	Trimmed
21	CENTRAL BANK & TRUST CO	$11.5M	122,146	Added
22	Koenig Investment Advisory, LLC	$10.7M	113,444	Added
23	JUNCTURE WEALTH STRATEGIES, LLC	$10.7M	113,074	Added
24	Harpswell Capital Advisors, LLC	$10.6M	112,528	Added
25	ACIMA PRIVATE WEALTH, LLC	$9.8M	103,603	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30